ACCRETIVE WEALTH MANAGEMENT, LLC - Financial Advisor in California, San Ramon

Tel: 925-365-1533 12657 Alcosta Boulevard, Suite 150 San Ramon, California 94583

About ACCRETIVE WEALTH MANAGEMENT, LLC

ACCRETIVE WEALTH MANAGEMENT, LLC is a San Ramon, California based financial advisory firm with nearly $232,276,233 in assets under management and provides investment advisory services for 427 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

164341

Firm SEC#:

801-118792

Assets Under Management:

$232,276,233

No. of Clients:

427

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-55273

1490

$1,739,370,943

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293644

801-112986

1962

$932,033,936

THE PACIFIC CENTER FOR FINANCIAL SERVICES

104557

801-55119

1644

$878,846,223

SUMMIT WEALTH AND RETIREMENT PARTNERS

285972

801-108910

917

$721,011,171

AMERICAN INVESTORS CO

801-57838

1815

$616,901,590

INSIGHT CAPITAL MANAGEMENT

314558

801-121420

780

$281,600,000

PROSPERITY FINANCIAL GROUP, INC.

145540

801-100511

1109

$261,720,996

NEW INSIGHT WEALTH ADVISORS

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801-123002

331

$258,300,000

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1611

$243,370,500

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$175,913,050

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132

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$154,990,000

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